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Lifeworks Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Lifeworks Advisors, LLC
报告期 2026-03-31 · CIK 0001882132
持仓数
297
前50大市值合计
$502.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 141 项
建仓 24
增持 86
减持 23
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
GILD
GILEAD SCIENCES INC
+$2.9M
51,543
+909%
建仓
REGN
REGENERON PHARMACEUTICALS
+$2.2M
3,787
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$1.3M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
FTEC
FIDELITY COVINGTON TRUST
-$1.3M
61,714
+4%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$1.3M
17,833
减持
AAPL
APPLE INC
-$1.1M
28,555
-1%
减持
EBAY
EBAY INC.
-$898.0K
24,651
-27%
清仓
TRMB
TRIMBLE INC
-$745.0K
0
-100%
清仓
EMN
EASTMAN CHEM CO
-$714.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$625.0K
13,854
+35%
增持
TSLA
TESLA INC
-$540.0K
1,357
+1%
建仓
FSTA
FIDELITY COVINGTON TRUST
+$509.0K
11,762
增持
MSFT
MICROSOFT CORP
-$486.0K
17,502
+8%
建仓
CPB
CAMPBELL SOUP CO
+$481.0K
10,018
增持
FHLC
FIDELITY COVINGTON TRUST
+$459.0K
98,950
+17%
增持
ITW
ILLINOIS TOOL WKS INC
+$459.0K
8,341
+65%
增持
SPY
SPDR S&P 500 ETF TR
+$458.0K
113,474
+3%
减持
BIO
BIO RAD LABS INC
-$451.0K
4,173
-7%
增持
MRK
MERCK & CO INC
+$390.0K
37,292
+2%
减持
AVGO
BROADCOM INC
-$377.0K
1,909
-8%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$350.0K
8,657
-14%
增持
—
JUNIPER NETWORKS INC
-$341.0K
40,317
+1%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$341.0K
4,430
增持
ABT
ABBOTT LABS
+$334.0K
20,519
+28%
增持
JNJ
JOHNSON & JOHNSON
+$333.0K
25,918
+8%
增持
PFE
PFIZER INC
+$323.0K
60,703
+10%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$321.0K
8,622
+3%
建仓
CLX
CLOROX CO DEL
+$311.0K
2,207
建仓
VZ
VERIZON COMMUNICATIONS INC
+$297.0K
5,847
建仓
PM
PHILIP MORRIS INTL INC
+$296.0K
3,002
增持
MU
MICRON TECHNOLOGY INC
-$294.0K
14,313
+3%
减持
AXP
AMERICAN EXPRESS CO
-$286.0K
5,635
-1%
清仓
LNT
ALLIANT ENERGY CORP
-$285.0K
0
-100%
建仓
SPSB
SPDR SER TR
+$283.0K
9,512
建仓
—
KELLOGG CO
+$282.0K
3,951
建仓
OGN
ORGANON & CO
+$264.0K
7,823
建仓
EW
EDWARDS LIFESCIENCES CORP
+$264.0K
2,775
增持
SPTI
SPDR SER TR
+$263.0K
23,844
+64%
增持
SPAB
SPDR SER TR
+$263.0K
28,531
+62%
增持
DE
DEERE & CO
-$253.0K
2,621
+5%
建仓
KMB
KIMBERLY-CLARK CORP
+$252.0K
1,861
建仓
SJM
SMUCKER J M CO
+$250.0K
1,953
减持
EFA
ISHARES TR
-$247.0K
14,262
-8%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$246.0K
2,427
减持
FIDU
FIDELITY COVINGTON TRUST
-$244.0K
27,929
-0%
建仓
CL
COLGATE PALMOLIVE CO
+$238.0K
2,976
建仓
APD
AIR PRODS & CHEMS INC
+$234.0K
975
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$233.0K
3,000
建仓
TSN
TYSON FOODS INC
+$233.0K
2,703
建仓
OTIS
OTIS WORLDWIDE CORP
+$230.0K
3,257
增持
CE
CELANESE CORP DEL
+$227.0K
9,013
+55%
建仓
WBD
WARNER BROS DISCOVERY INC
+$226.0K
16,832
增持
AMGN
AMGEN INC
+$221.0K
11,506
+8%
建仓
KR
KROGER CO
+$220.0K
4,651
清仓
MNA
INDEXIQ ETF TR
-$219.0K
0
-100%
清仓
QARP
DBX ETF TR
-$218.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$218.0K
6,756
+37%
建仓
NMS
NUVEEN MINN QUALITY MUN INM
+$217.0K
14,673
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$208.0K
1,167
+62%
清仓
FEP
FIRST TR EXCH TRD ALPHDX FD
-$208.0K
0
-100%
清仓
TOTL
SSGA ACTIVE ETF TR
-$207.0K
0
-100%
增持
WMT
WALMART INC
+$205.0K
9,275
+50%
建仓
AVY
AVERY DENNISON CORP
+$202.0K
1,250
增持
TGT
TARGET CORP
+$196.0K
5,572
+100%
增持
NVDA
NVIDIA CORPORATION
-$194.0K
1,640
+1%
减持
LLY
LILLY ELI & CO
+$192.0K
9,850
-6%
增持
ABBV
ABBVIE INC
+$190.0K
24,139
+12%
增持
SPTL
SPDR SER TR
+$187.0K
16,011
+77%
减持
GLW
CORNING INC
-$184.0K
29,388
-2%
减持
IWM
ISHARES TR
-$174.0K
3,712
-5%
增持
BIIB
BIOGEN INC
+$174.0K
13,491
+10%
增持
KLAC
KLA CORP
+$171.0K
2,991
+40%
增持
INTC
INTEL CORP
-$168.0K
51,350
+22%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
+$164.0K
8,218
+30%
增持
XEL
XCEL ENERGY INC
+$156.0K
5,812
+64%
增持
A
AGILENT TECHNOLOGIES INC
+$153.0K
14,170
+23%
增持
—
EATON CORP PLC
+$148.0K
8,942
+39%
增持
AMZN
AMAZON COM INC
-$143.0K
5,380
+2357%
增持
SPTS
SPDR SER TR
+$135.0K
17,710
+36%
增持
CAT
CATERPILLAR INC
+$131.0K
6,861
+40%
增持
CWB
SPDR SER TR
+$129.0K
8,245
+57%
增持
—
LYONDELLBASELL INDUSTRIES N
+$123.0K
13,975
+31%
增持
MSI
MOTOROLA SOLUTIONS INC
+$118.0K
11,534
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$118.0K
1,663
+75%
增持
QCOM
QUALCOMM INC
+$117.0K
15,721
+27%
增持
AGG
ISHARES TR
+$112.0K
7,357
+24%
增持
GOOGL
ALPHABET INC
-$112.0K
630
+18%
增持
DIS
DISNEY WALT CO
-$112.0K
7,023
+24%
增持
BA
BOEING CO
-$107.0K
4,646
+20%
增持
HON
HONEYWELL INTL INC
+$105.0K
1,975
+61%
增持
—
NXP SEMICONDUCTORS N V
+$103.0K
5,954
+42%
增持
HPQ
HP INC
+$97.0K
31,629
+22%
减持
CMI
CUMMINS INC
-$95.0K
6,514
-1%
增持
CSCO
CISCO SYS INC
-$93.0K
66,430
+27%
增持
PCAR
PACCAR INC
+$92.0K
15,792
+15%
减持
GSLC
GOLDMAN SACHS ETF TR
-$90.0K
2,720
-18%
减持
EEM
ISHARES TR
-$87.0K
10,746
-6%
减持
XT
ISHARES TR
-$81.0K
4,636
-10%
增持
NTAP
NETAPP INC
-$81.0K
15,363
+18%
增持
TXN
TEXAS INSTRS INC
-$77.0K
12,201
+15%
增持
FDIS
FIDELITY COVINGTON TRUST
-$77.0K
13,138
+22%
增持
CME
CME GROUP INC
-$74.0K
3,186
+4%
增持
DAL
DELTA AIR LINES INC DEL
-$72.0K
7,886
+4%
减持
PXH
INVESCO EXCH TRADED FD TR II
-$65.0K
12,890
-10%
增持
ADI
ANALOG DEVICES INC
-$61.0K
7,669
+7%
减持
IJR
ISHARES TR
-$58.0K
2,297
-8%
减持
FNDF
SCHWAB STRATEGIC TR
-$57.0K
7,372
-11%
增持
AMAT
APPLIED MATLS INC
-$56.0K
8,274
+35%
增持
SPYG
SPDR SER TR
-$56.0K
4,208
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$56.0K
27,269
+38%
增持
INTU
INTUIT
-$54.0K
2,476
+18%
增持
CGNX
COGNEX CORP
+$54.0K
6,700
+123%
增持
ORCL
ORACLE CORP
+$53.0K
40,863
+21%
增持
OUNZ
VANECK MERK GOLD TR
-$43.0K
347,106
+7%
增持
TRV
TRAVELERS COMPANIES INC
-$42.0K
6,102
+4%
增持
KO
COCA COLA CO
+$34.0K
15,642
+2%
减持
BOND
PIMCO ETF TR
-$30.0K
2,624
-5%
增持
DLTR
DOLLAR TREE INC
-$27.0K
7,068
+0%
增持
—
GARMIN LTD
+$27.0K
14,493
+23%
增持
VTI
VANGUARD INDEX FDS
-$26.0K
1,120
+7%
增持
V
VISA INC
-$25.0K
1,383
+3%
增持
COST
COSTCO WHSL CORP NEW
-$23.0K
1,533
+16%
增持
PEP
PEPSICO INC
+$22.0K
5,531
+3%
增持
—
TE CONNECTIVITY LTD
-$21.0K
8,503
+13%
增持
SYY
SYSCO CORP
+$21.0K
3,795
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$20.0K
1,572
+2%
增持
FCOM
FIDELITY COVINGTON TRUST
+$19.0K
24,818
+30%
减持
VNLA
JANUS DETROIT STR TR
-$18.0K
4,357
-7%
增持
TECH
BIO-TECHNE CORP
+$17.0K
800
+33%
增持
—
MEDTRONIC PLC
+$16.0K
3,715
+30%
增持
SCHO
SCHWAB STRATEGIC TR
-$15.0K
67,985
+0%
增持
JPM
JPMORGAN CHASE & CO
-$15.0K
5,292
+18%
增持
FNCL
FIDELITY COVINGTON TRUST
+$14.0K
19,775
+23%
减持
—
EXXON MOBIL CORP
-$12.0K
10,223
-5%
增持
HD
HOME DEPOT INC
+$11.0K
2,942
+11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$9.0K
3,662
-1%
增持
ELV
ELEVANCE HEALTH INC
-$7.0K
1,433
+1%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$5.0K
4,694
+35%
增持
—
LAM RESEARCH CORP
+$5.0K
1,766
+27%
减持
MINT
PIMCO ETF TR
-$3.0K
2,063
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.0K
2,163
+4%